Josh Alexander is a Portfolio Research Associate at the Kelton Financial Group. Josh holds his Series 65 and is a CFA® Level 2 Candidate.
Prior to joining the Kelton Financial Group, Josh was an investment analyst and trader for On Point Trading Asset Management. In his position, Josh managed a portfolio allocation mix of ETF, long and short equity and option securities. He also executed trades in line with fund objectives to seek maximum absolute returns, while adhering to strong risk management. Josh also performed technical market analysis and investment research using proprietary and independent resources.
Josh has a Master of Business Administration (MBA) from the Isenberg School of Management at the University of Massachusetts, Amherst with an analytics focus. During his MBA program, Josh was a research fellow at the Center for International Securities and Derivatives Markets, examining ESG Investing, Commodities, and ETF market impact. Josh has a Bachelor of Arts in Economics from the University of Buffalo - State University of New York.
Josh is married and has a six-year-old son and a four-year-old daughter. Josh and his family enjoy spending time in the outdoors, particularly visiting state and national parks, hiking, swimming, and exploring nature. Josh is a Buffalo Bills and Knicks fan, and an NCAA college basketball enthusiast, particularly in March.